Dashboard 04 - Township Dashboard - Creating Matrix - Part 02
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In this step, we will continue to create a matrix, map in the 4th and final dashboard.
Step 2 - Create Apartment Matrix
If selected, de-select a visualization by clicking an empty area of the report page.
In Power BI Desktop, click on the page, Township
Visualizations
To create the Apartment Matrix, copy and paste the House Matrix and use it as a template.
Click the House Matrix visualization , press Ctrl+C to copy the card , press Ctrl+V to paste
Fields
Select the following:
Under Visualizations, drag & drop it in the Rows section:
Type_and_Use -> Type_Use_Description
Property -> Physical_Zip_Code
Property -> Real_Estate_ID
Under Visualizations, drag & drop it in the Values section:
Table_AptPricePerUnit_PerPricePerSqFt -> AVG_AptUnitPricePerSqFt
A_KeyMeasures -> .YOY_Diff_AVG_AptUnitPrice_PerSqFt%
A_KeyMeasures -> .AVG_Size_Apt
Property -> Total_Sale_Price
Property -> Total_Sale_Date
Visualizations
Fields tab
Under Fields tab, click on the down arrow -> Rename for this visual and rename the fields as follows:
Type_Use_Description = Type Use
Physical_Zip_Code = Zip Code
Real_Estate_ID = Real Estate ID
AVG_AptUnitPricePerSqFt = AVG Apt. Price / SqFt (Set to 'Maximum')
.YOY_Diff_AVG_AptUnitPrice_PerSqFt% = YOY AVG Apt. Price / SqFt
.AVG_Size_Apt = AVG Apt. Size
Total_Sale_Price = Sale Price (Set to 'Sum')
Total_Sale_Date = Sale Date (Set to 'Earliest')
Format tab
To format the visual, beneath the Visualizations pane, select the Format pane.
Under Format -> General: X Position = 273 , Y Position = 173 , Width = 614 , Height = 429
Under Format -> Default
Under Format -> Grid -> Vertical Grid = ON , Vertical Grid Color = #945231 , Outline Weight = 1 , Outline Color = #945231 , Text Size = 12 pt , Image Height = 75
Under Format -> Column Headers -> Font Color = #1D0C4A , Background Color = #CCCCCC , Outline = Bottom Only , Auto-size column width = ON , Font Family = 12 pt , Alignment = Center , Title Alignment = Center
Under Format -> Row Headers -> Font Color = #1D0C4A , Background Color = #CCCCCC , Stepped Layout = ON , Stepped Layout Indentation = 10 , Font Family = Segoe UI, Text Size = 11 pt , Alignment = Auto , Icon Size = 11 pt
Under Format -> Values -> Font Color = #252423 , Background Color = #FFFFFF , Alternate Font Color = #252423 , Alternate Background Color = #EEEDED , Banded Row Style = ON , Show on Rows = OFF , Font Family = Segoe UI , Text Size = 12
Under Format -> Row Subtotals = OFF -> Font Color = #252423 , Font Family = Segoe UI , Background Color = FFFFFF , Text Size = 12 pt
Under Format -> Grand Total -> Font Color = #252423 , Font Family = Segoe UI , Background Color = FFFFFF , Apply to labels = OFF , Text Size = 12 pt
Under Format -> Field Formatting. Make no changes.
Under Format -> Conditional Formatting -> Make no changes except for YOY AVG Hse Price / Sq. Ft. Set as follows: Background Color = OFF , Font Color = ON -> Advanced Controls -> Format by = Color Scale , Based on field = .YOY_AVG_ResidentialPrice_PerSqFt% , Minimum = Custom = 0.00001 & color = #FF0000 , Maximum = Custom = 0 & color = #5B8F22
Under Format -> Title = OFF
Under Format -> Background -> Set it to ON , Color = #FFFFFF
Under Format -> Border -> Set it to ON , Color = 666666 , Radius 5 px
Note: Format the following values as follows:
Property -> Total_Sale_Price - Format = Currency , Decimal places = 0 , select 'Display the values in this column with commas as a thousands separator'
Property -> Total_Sale_Date - Format = *03/14/2001 (mm/dd/yyyy)
Conditional Formatting example:
When complete, the matrix will look as follows:
Filters
None.
When finished, save project
Configuring data alerts in Power BI - Data alerts can be used to notify one that a specific data point is above, below, or at a specific threshold that has been set